Charlie, at what point does cloud data center capacity become the new dark fiber -- overbuilt to the point investors can't recoup costs to build the ecosystem and prices get pushed downward, which is good news for IT short term, not so good if it stifles innovation?

Enterprise cloud adoption has evolved to the point where hybrid public/private cloud designs and use of multiple providers is common. Who among us has mastered provisioning resources in different clouds; allocating the right resources to each application; assigning applications to the "best" cloud provider based on performance or reliability requirements.